How to Search for an Activity in CRM

Overview:

This article provides a step-by-step guide on how to search for a specific activity using filters or quick find option in X4A CRM.

Process:

1. Go to My Apps and open Okta. 
2. In Okta, search for Xvantage for Associates(X4A) and open it. 
3. Within X4A, hover over the left navigation menu and click Sales.
4. Select CRM from the Sales sub-menu.
5. In the CRM sidebar menu, under My Work, select Activities.
6. From the view drop-down, choose the appropriate view (e.g., All Activities, Closed Activities, etc.).
7. Click the Activity Type drop-down and select the specific activity type (e.g., Phone Call, Task, Email).
8. In the Subject column, click the drop-down arrow and select Filter by.
9. Change the condition from Equals to Contains.
10. Enter the activity subject or keyword into the field, then click Apply.
11. Alternatively, use the Quick Find bar to enter the activity name or keyword and press Enter to search.